アジアから米国へ貨物を運ぶコンテナ船の2019年の輸送量が10年ぶりに前年を下回ったもようだ。米中貿易摩擦の影響で、全体の６割を占める中国発の輸送が減少。ただ、米国の消費が好調で代替ルートとしての東南アジアからの輸出が増えて減少幅は抑えられたという。米国は2019年12月の中国との部分合意を踏まえ、2月中にも対中制裁関税率を引き下げる見通し。さえない値動きだった中国発米国向けの運賃には追い風となりそうだ。
It seems that the volume of container ships carrying cargo from Asia to the United States in 2019 fell below the previous year for the first time in 10 years. Traffic from China, which accounts for 60% of the total, decreased due to the effects of US-China trade friction. However, US consumption was strong and exports from Southeast Asia as an alternative route increased, limiting the decline. The U.S. is expected to reduce its sanctions tariff on China by February, following a partial agreement with China in December 2019. China's fare from the United States, which had been declining, is likely to be a tailwind.